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Analyst - Trusts & Estates, Estates / Settlements Specialist

3.00 to 5.00 Years   Mumbai City   25 Jan, 2021
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaStatistics / Analytics
EmploymentTypeFull-time

Job Description

About Trusts and EstatesThe Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 200 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.Role OverviewWe are looking for a dynamic individual, with a keen interest in understanding various aspects of the Trusts & Estates business, and delivering exceptional results, to join our Trusts & Estates team in Mumbai, India as an Analyst. This role will involve assisting the Estates & Trust Settlement teams in the US with various tasks in the Settlement process.Core Responsibilities:

  • Client Engagement provide exceptional client service while performing account opening requests, collection of client documentation, execution of regulation updates, and responding to team inquiries
  • Risk & Controls adhere to and maintain firm s control policies and procedures, prepare and review monthly risk and coding reports, prepare and review
  • Estate & Trust Administration partner with Estates and Trust Settlement team members in key aspects of account administration including:
    • Draft letters to beneficiaries based on type of termination and instructions provided
    • Receive beneficiary related forms and initiate service request tickets to update various systems
    • Update various regulation including investment, product, and team coverage
    • Update core systems to document completion of tasks
    • Prepare asset distribution plans for review by senior team members
    • Initiate security transfer tickets in conjunction with distribution plan requests
    • Prepare initial asset valuation report and identify discrepancies or valuation issues using Estate Val application
  • Partnership effectively collaborate with respective settlement teams and internal business groups to deliver and execute settlement related activities
QUALIFICATIONS:Communication Exemplary interpersonal skillsExcellent telephone and telepresence etiquetteSuperior oral and written communication skillsWork EthicAbility to handle complex and challenging situations from origination to completionStrong initiative, energy and confidence to complete projects with limited supervisionMust exhibit a high degree of motivation, sense of urgency and professional demeanorSkilled at multi-tasking and managing priorities effectivelyAbility to develop and maintain collaborative relationships with India team and Global Trusts & Estates practice.Ability to adapt to a rapidly changing and fast paced business and technology environmentAbility to identify and escalate issues.TechnologyProficiency in Microsoft Office Suite (Word, Excel, and PowerPoint), Microsoft Outlook, Adobe AcrobatAbility to learn procedures and proprietary software quicklyExperience and interest in working with data and systems, understanding how various components of data work together, ability to interpret and translate information in emails/docs into data Experience and EducationBachelors degree required3+ years of experience in financial services industry with exposure to various aspects of managing client informationInvestment background with exposure to various assets types (marketable securities such as bonds, equities, private investments, and mutual funds)Previous experience working in the Trusts & Estates space a plus,

Keyskills :
fixed income derivativesmusic makingaccount openingmicrosoft officeequipment supplymicrosoft outlookfinancial servicesfamily partnerships

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